You re on your way! We re happy you decided to switch to The Village Bank. We think you will be, too!

Download (0)

Full text

(1)

Welcome!

Switching to The Village Bank is as easy as

1-2-3!

1

.

Change Your Direct Deposits

For payroll direct deposit, fill out the enclosed Direct Deposit Request form and

provide it to your employer’s payroll office. You also may need to attach a voided check or deposit slip.

For Social Security direct deposit, call the Social Security Administration at (800) 772-1213 and tell them to switch your direct deposit to The Village Bank. Give them your new account number and The Village Bank’s routing number: 211371858.

2

.

Change Your Automatic Payments

Fill out the enclosed Automatic Payment Request form and provide it to any organization you’ve authorized to take automatic payments or transfers from your account. You also may need to attach a voided check or deposit slip. The Account Inventory Checklist provided can be used to record important information regarding your direct deposit and automatic payments or transfers.

3

.

Close Your Old Account

Fill out the enclosed Account Closing Request form and provide it to your former bank or credit union to close your account and request a check for the remaining balance in your account(s) with that institution. Remember to do so only when you’re sure all of your checks have cleared and your direct deposit and automatic payments/transfers have been changed. Then, destroy your old checks and ATM/debit card.

That’s all there is to it!

Three easy steps and you’re done! Plus, for your convenience in setting up Village Online Bill Pay, we have included a handy Online Bill Pay Worksheet.

You’re on your way!

(2)

Auburndale • Newton Highlands • Newtonville Nonantum • Waban • Wayland • West Newton www.village–bank.com • (617) 527-6090

Member FDIC To: Payroll Department

Employer Name:_____________________________________________________ I hereby authorize direct deposit of my paycheck to my account with The Village Bank. Name: ____________________________________________________________________

Social Security Number: ___ ___ ___ - ___ ___ - ___ ___ ___ ___

Payroll Direct Deposit

n

Establish direct deposit

n

Change my existing direct deposit

Deposit Instructions:

n

Deposit entire amount to account number___ ___ ___ ___ ___ ___ ___ ___ ___ ___

n

Checking

n

Savings

n

Deposit $____________ to account number___ ___ ___ ___ ___ ___ ___ ___ ___ ___

n

Checking

n

Savings The Village Bank Routing Number: 2 1 1 3 7 1 8 5 8

Thank you.

(3)

Automatic Payment Request

This letter serves as a request to have the following payment automatically debited from my account with The Village Bank.

n

Establish Automatic Payment

n

Change my existing Automatic Payment Automatic Payment Information:

Company Name ____________________________________________________________ Address ____________________________________________________________________ City/State/Zip ______________________________________________________________ Company Account Number __________________________________________________ Payment Amount $ _______________

n

Monthly

n

Bi-weekly

n

Weekly First Payment Date _______________

Customer Information:

Name ______________________________________________________________________ Address ____________________________________________________________________ City/State/Zip ______________________________________________________________ Daytime Phone_________________________ Email_____________________________ Bank Account Information:

Account Type:

n

Checking

n

Savings

Village Bank Account Number ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ The Village Bank Routing Number: 2 1 1 3 7 1 8 5 8

Thank you.

(4)

Auburndale • Newton Highlands • Newtonville Nonantum • Waban • Wayland • West Newton www.village–bank.com • (617) 527-6090

Member FDIC

Account Inventory Checklist

Use this sheet to help identify important information to make switching your account(s) to The Village Bank stress-free.

The Village Bank Information

Name and Address: The Village Bank, 307 Auburn Street, Auburndale, MA 02466 Routing Number: 211371858

Customer Information

Checking Account Number: __________________________________________________ Savings Account Number: ____________________________________________________

Type of Automatic Deposit Account Number Amount Date

Employer Payroll Social Security Pension

Direct Deposit Information

Type of Automatic

Payments or Transfers Account Number Amount Date

Mortgage/Rent

(5)

Account Closing Request

Date __________________________________

Bank Name _________________________________________________________________ Address ____________________________________________________________________ City/State/Zip ______________________________________________________________

This letter serves as authorization to close my account(s) at your institution effective today. Please close the account(s) listed below and send a check to me at the address provided. Thank you.

Account Owner(s) Name _____________________________________________________ Mailing Address _____________________________________________________________ City/State/Zip_______________________________________________________________ Daytime Phone _____________________________________________________________ Account Owner Signature ____________________________________________________ Joint Signature (if applicable) _________________________________________________

Account Type

(Checking, Savings, etc.) Account Number

1. 2. 3.

(6)

Online Bill Pay Worksheet

Use this worksheet to help set up your payees within Village Online Bill Pay.

ONLINE BILL PAY PAYEE

Payee Street Address City/State/Zip

Contact Phone Number Account Number/Payment Memo Reference

Amount of Payment Date of Next Payment Payment type: nRecurring n One-Time Number of Payments Remaining or End Date Amount of Last Payment

ONLINE BILL PAY PAYEE

Payee Street Address City/State/Zip

Contact Phone Number Account Number/Payment Memo Reference

Amount of Payment Date of Next Payment Payment type: nRecurring n One-Time Number of Payments Remaining or End Date Amount of Last Payment

ONLINE BILL PAY PAYEE

Payee Street Address City/State/Zip

Contact Phone Number Account Number/Payment Memo Reference

Amount of Payment Date of Next Payment Payment type: nRecurring n One-Time Number of Payments Remaining or End Date Amount of Last Payment

ONLINE BILL PAY PAYEE

Payee Street Address City/State/Zip

Contact Phone Number Account Number/Payment Memo Reference

Amount of Payment Date of Next Payment Payment type: nRecurring n One-Time Number of Payments Remaining or End Date Amount of Last Payment

Auburndale • Newton Highlands • Newtonville Nonantum • Waban • Wayland • West Newton www.village–bank.com • (617) 527-6090

Figure

Updating...

References